Optional Audit Protection Plus

We’ve seen the IRS sending out a lot of letters and a lot of people dealing with with identity theft problems. This has been mentioned on our website blog. We really think you should add PROTECTION PLUS to your tax return.

We have partnered with Protection Plus to provide our clients with audit assistance and identity theft restoration services year round, and we highly recommend this program to all of our clients this year. Protection Plus [PP] is the leading provider of audit assistance and identity theft restoration services in the tax industry, and we want to ensure that all of our clients have this assistance and peace of mind.

In addition to the above, our free offer of the 1st half-hour’ audit correspondence still stands.

Whether you choose “PLUS” or not, in either case, we strongly encourage that you NOT handle any IRS notices yourselves, but instead forward them on to us for evaluation.

EIC AUDIT EXAMPLE In the case of a denial of the Earned Income Credit, PP put together a portfolio containing:

Hours:

Contact Information:

Steve Clott, CPA EA CFP® 2024 W Darby Rd Havertown, PA 19083

(610) 446-0440

Notice:

No new 1040 clients will be accepted between May and December, as we continue to service existing and new investment and advisory clients, and existing and new long-term care insurance and life insurance clients.